Overview
Learn to export and download your business transactions from your dashboard. This valuable feature can help you calculate volume, conversion rate, and other statistics to help you make data-driven decisions for your business.
🎯Primary Audience: Proof for Business
Steps
- Log in to your Proof account.
- Click Send & manage from the navigation panel on the left:
- If you don't see the panel, click the caret to expand it.
- Select Created by me from the Send & manage menu to view your own transactions or remain on the All transactions default.
- Review Search for a Transaction for instructions on searching and filtering transactions.
- Check the box next to the transactions you want to export, then click Export (just to the right of the grey bar at the top of the transactions list).
- You can select transactions by filters and export that data accordingly. Review Search for a Transaction for instructions on searching and using filters.
- Choose Export all transactions or Export currently selected filters in the box that appears, then click Export CSV.
Your file will download to your computer.
ℹ️ Bulk exports through API only.
Feel free to reach out to our Support team if you need help!
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- Email: support@proof.com
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